Bandhan Bank’s Q4 FY26 net profit rose 68% YoY to Rs 534.14 crore, driving a 13.18% share price surge.
Net interest income grew 1.44% YoY to Rs 2,795.59 crore, while gross NPA fell to 3.27% and NIM rose to 6.2%.
Brokers issued mixed calls, with CLSA and Jefferies raising targets to Rs 220/215 (≈20% upside) and Macquarie cutting to Rs 130 (‑35%).
Management guided 14‑15% loan growth and 10‑20 bps margin expansion, targeting 1.6‑1.8% RoA by FY27.